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Vista 401(k) Plan
Mutual Fund
Target Date Retirement Series |
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| Depending on the proximity to its target date the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity-income, and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.
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Morningstar Category: Target Date Fund inception date: Varied Benchmark Index: Morningstar Mod Tgt Risk TR USD |
Note: Sources of the fund descriptions include the fund fact sheet, fund prospectus, and Morningstar. Past performance is no guarantee of future results.
